← Back to list

ALEXIS INVESTMENT PARTNERS, LLC

UUIDdaad441a-ed84-58f8-adaf-fdcba3cbd851
TypeASSET_MANAGER
Status
Created2025-10-23 02:23:55
Updated2025-10-23 02:23:55

Available Loaders

Identifiers

AuthorityIdentifierDisplayAs OfConfidence
adv_crd 313394 313394 1.0
sec_file_number 801-121162 801-121162

Profile

Websitehttps://www.linkedin.com/company/alexis-investment-partners/about/
HQ CityNone
HQ StateNone
HQ CountryNone
AUM (USD)
AUM As OfNone

ADV Metrics

Assets & Accounts

  • RAUM (total)181,584,556.0
  • RAUM (discretionary)181,584,556.0
  • Actionable assets176,092,160.0
  • Accounts247.0

Institutional Clients

  • Government AUM
  • Pension AUM8,939,802.0
  • Charitable AUM7,285,345.0
  • HNW AUM57,302,754.0

As of 2025-04-03 00:00:00 • Source ia09022025.xlsx

People

NameTitleRoleEmailEvidence
No people recorded.

Outbound Affiliations

RelationOrganizationLast UpdatedEvidence
No outbound affiliations.

Inbound Affiliations

RelationOrganizationLast UpdatedEvidence
No inbound affiliations.

Evidence

No evidence recorded for this organization yet.